BCM Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.01M | Hold |
|
|||||
|
2025
Q1 | $2.27M | Sell |
|
|||||
|
2024
Q4 | $2.53M | Sell |
|
|||||
|
2024
Q3 | $2.66M | Buy |
|
|||||
|
2024
Q2 | $2.32M | Sell |
|
|||||
|
2024
Q1 | $2.57M | Buy |
|
|||||
|
2023
Q4 | $2.13M | Hold |
|
|||||
|
2023
Q3 | $1.64M | Hold |
|
|||||
|
2023
Q2 | $1.79M | Hold |
|
|||||
|
2023
Q1 | $1.52M | Hold |
|
|||||
|
2022
Q4 | $1.77M | Hold |
|
|||||
|
2022
Q3 | $1.53M | Hold |
|
|||||
|
2022
Q2 | $1.27M | Hold |
|
|||||
|
2022
Q1 | $1.52M | Hold |
|
|||||
|
2021
Q4 | $1.41M | Hold |
|
|||||
|
2021
Q3 | $1.39M | Hold |
|
|||||
|
2021
Q2 | $1.42M | Hold |
|
|||||
|
2021
Q1 | $1.61M | Hold |
|
|||||
|
2020
Q4 | $1.27M | Hold |
|
|||||
|
2020
Q3 | $1.06M | Hold |
|
|||||
|
2020
Q2 | $886K | Hold |
|
|||||
|
2020
Q1 | $812K | Buy |
|